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JVMRX vs JVMSX
JVMRX vs JVMSX Comparison
Open Charts JVMRX vs JVMSX
JHancock Disciplined Value Mid Cap R6
Price$25.65
Change+$0.44 (+1.75%)
VolumeN/A
Net Assets19.84B
JHancock Disciplined Value Mid Cap R2
Price$25.48
Change+$0.42 (+1.68%)
VolumeN/A
Net Assets19.84B
JVMRX vs JVMSX Comparison Chart
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JVMRX vs. JVMSX commentary
Apr 25, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMRX is a Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX (19.8B) and JVMSX (19.8B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMSX: JVMRX (0.94) vs JVMSX (0.45). JVMRX was incepted earlier than JVMSX: JVMRX (14 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than JVMRX (0.76). JVMRX (47.00) and JVMSX (47.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than JVMRX: JVMSX (0) vs JVMRX (1000000). JVMRX (-10.81) and JVMSX (-11.28) have marching annual gain over last year. JVMRX (54.49) and JVMSX (51.96) have equivalent 5 years return.
| JVMRX | JVMSX | JVMRX / JVMSX | |
| Total Expense Ratio | 0.75 | 1.25 | 60% |
| Annual Report Gross Expense Ratio | 0.76 | 1.26 | 60% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | -6.422 | -6.527 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 19.8B | 100% |
| Annual Yield % from dividends | 0.94 | 0.45 | 210% |
| Returns for 1 year | -10.81 | -11.28 | 96% |
| Returns for 3 years | -4.15 | -5.15 | 81% |
| Returns for 5 years | 54.49 | 51.96 | 105% |
| Returns for 10 years | 26.37 | 22.43 | 118% |
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